Best Financial Advisors in Linwood, NJ

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List of Firms

Linwood, NJ Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Norm Johnson Jr
SEC File# 801-3297
CRD# 250
Location 199 New Rd Suite 69, Linwood, NJ 08221, USA
Phone (609) 601-9420
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Ross Financial Group
Location Linwood, NJ 08221, USA
Phone (609) 926-7804
Janney Montgomery Scott LLC
SEC File# 801-7258
CRD# 463

5 out of 5

Location 401 New Rd Suite 200, Linwood, NJ 08221, USA
Phone (609) 927-8811
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Jim Meis - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

1 out of 5

Location 2021 New Rd, Linwood, NJ 08221, USA
Phone (609) 653-0052
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Allyson Procaccini - Associate Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2021 New Rd, Linwood, NJ 08221, USA
Phone (609) 653-0052
Lawrence Van Ollefen - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2021 New Rd, Linwood, NJ 08221, USA
Phone (609) 653-0052
Frank Faverzani - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2021 New Rd, Linwood, NJ 08221, USA
Phone (609) 653-0052
Wells Fargo Advisors

5 out of 5

Location 1201 New Rd Suite 207, Linwood, NJ 08221, USA
Phone (609) 926-8600
Master Legacy Planning
SEC File# 801-113681
CRD# 296314
Location 650 New Rd suite b, Linwood, NJ 08221, USA
Phone (609) 601-0800
Barberio & Rich Financial Services

5 out of 5

Location 1201 New Rd #111b, Linwood, NJ 08221, USA
Phone (609) 926-3100
Compass Financial - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 41 199 New Rd, Linwood, NJ 08221, USA
Phone (609) 445-4553
Marchel Wealth Management Group
Location 1401 New Rd, Linwood, NJ 08221, USA
Phone (609) 823-2400
Jones Financial Services
Location 1618 West Ave, Linwood, NJ 08221, USA
Phone (609) 927-9730
AXA Advisors

1 out of 5

Location 505 Hamilton Ave Suite 104, Linwood, NJ 08221, USA
Phone (609) 653-9379
Capital Solutions LLC
Location 327 Central Ave # 101, Linwood, NJ 08221, USA
Phone (609) 927-9305
Edward Jones - Financial Advisor: Kyle T Johnson
SEC File# 801-3297
CRD# 250
Location 199 New Rd Suite 69, Linwood, NJ 08221, USA
Phone (609) 823-2430
The Travagline Wealth Management Group
Location 1201 New Rd, Linwood, NJ 08221, USA
Phone (609) 926-7823
Hanlon Investment Management
SEC File# 801-60889
CRD# 118851

3 out of 5

Location 3393 Bargaintown Rd, Egg Harbor Township, NJ 08234, USA
Phone (609) 601-1200
Toews Corporation
SEC File# 801-47765
CRD# 106304
Location 1750 Zion Rd #201, Northfield, NJ 08225, USA
Phone (877) 863-9726
Steven Mortelliti - UBS Financial Services Inc.
Location 1337 Tilton Rd, Northfield, NJ 08225, USA
Phone (609) 677-2249
Shore Financial Strategies

5 out of 5

Location 210 New Rd STE 5, Linwood, NJ 08221, USA
Phone (609) 926-5200
L O Thomas & Co
Location 2106 New Rd STE A6, Linwood, NJ 08221, USA
Phone (609) 927-4044
Merrill Lynch Wealth Management Advisor Timothy M. Jayne
Location 3100 Hingston Ave, Egg Harbor Township, NJ 08234, USA
Phone (609) 617-0689
The Boardwalk Group - Morgan Stanley
Location 1601 New Road 1st Fl, Northfield, NJ 08225, USA
Phone (609) 383-2000
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About Linwood, NJ

Linwood is located in Atlantic County, New Jersey. It is a small town with a population of just over 5,000. Some of the landmarks in Linwood include the Bell Telephone Company Building (now known as the Linwood Plaza), the Bay Atlantic Amtrak Station, and the Linwood Country Club. Major employers in Linwood include the Bell Telephone Company, Comcast, and Horizon Blue Cross Blue Shield of New Jersey. The major highways and streets in Linwood are Route 9 and the Garden State Parkway. The neighborhoods in Linwood include Northfield, Pleasantville, and Somers Point.

Where Certified Financial Advisors in Linwood, NJ Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

There are many different services that banks can provide for Linwood, NJ residents. Some of these services include checking and savings accounts, loans, mortgages, and credit cards. Each of these services comes with its own set of benefits and drawbacks that you should be aware of before signing up. For example, a checking account is a great way to easily access your money, but a mortgage will lock you into a long-term contract. Make sure you understand what each service offers so you can find the best one for your needs.

Insurance Broker

Residents of Linwood, NJ can get help with their insurance needs from a local broker.An insurance broker is someone who can help you find the right insurance policy for your needs and budget. They can also help you file claims and answer any questions you have about your policy.If you live in Linwood, NJ, there are several brokers who can help you with your insurance needs. Make sure to shop around to find the best deal on coverage.

Retirement Planning

Linwood, NJ residents can benefit from working with a financial advisor when it comes to retirement planning. A financial advisor can help you create a plan that is tailored specifically for you and takes into account your unique needs and goals. They can also help you stay on track with your plan, making sure that you are making the most of your money and saving for the future.

Wealth Management

Linwood, NJ is a small town located in the heart of Atlantic County. The township has a population of just over 2,000 residents and covers an area of .6 square miles. While the town may be small, it is home to some big businesses. Some of the largest employers in Linwood are the AtlantiCare Regional Medical Center and Stockton University. For residents in Linwood, NJ who want to manage their wealth, there are a few options available. Wealth management firms like Merrill Lynch and Morgan Stanley have offices in the town, and there are also several independent financial advisors who can help residents create a plan that meets their specific needs. No matter which option you choose, it is important to work with someone who understands your unique situation and can help you make sound financial decisions that will benefit you now and into the future.

Estate Planning Lawyer

Estate planning lawyers can help Linwood, NJ residents protect their assets and plan for the future. When it comes to estate planning, there are a few key things that everyone should do in order to ensure that their loved ones are taken care of after they die. First, you need to create a will and make sure that it is up-to-date. You also need to create an inventory of your assets and make sure your loved ones know where to find important documents like your birth certificate and social security card. If you have minor children, you will also want to create a trust fund or appoint a guardian for them in case something happens to you. An estate planning lawyer can help you with all of these things and more. They can also advise you on how best to protect your assets from taxes and creditors. If you live in Linwood, NJ, it is definitely worth your time to consult with an estate planning lawyer.

Mortgage Loan Officer

Mortgage loan officers in Linwood, NJ can help residents save money on their mortgages. Mortgage brokers have access to a variety of mortgage products, including fixed-rate and adjustable-rate mortgages, as well as jumbo loans and government-backed loans. They can also help you find the best mortgage rates in Linwood, NJ. To get started, visit the Mortgage Loan Officer Directory to find a qualified broker in your area.

Tax Services

Tax accountants in Linwood, NJ can help residents with a variety of tax-related services. These include preparing and filing tax returns, providing advice on how to reduce taxes owed, and representing taxpayers during IRS audits. In addition, many tax accountants also offer other services such as bookkeeping and accounting. As a result, taxpayers who need help with their taxes can often find a single provider who can meet all of their needs.

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FAQs About Personal Financial Advisors in Linwood, NJ